THE BANKERS' BOOKSHELF
THE BANKERS' BOOKSHELF
Podcast Description
THE BANKERS’ BOOKSHELF is a podcast show inspired by bestselling authors and renowned researchers—the minds behind the books and articles that hold a prominent place in the libraries of curious bankers and fintech entrepreneurs. They challenge corporate culture and redefine technological expectations to unlock a deeper understanding of the banking present and its fintech future. By engaging with these powerful ideas, we empower ourselves to make smarter, more informed business decisions.
Podcast Insights
Content Themes
The podcast explores various themes including Banking as a Service, the impact of AI on finance, the evolution of banking models, and the future of digital currencies. Episodes feature discussions on critical topics like the geoeconomics of money, the role of super apps, and the customer-centric approach to finance, with specific examples including conversations with authors like Jason Mikula and Chris Skinner.
THE BANKERS’ BOOKSHELF is a podcast show inspired by bestselling authors and renowned researchers—the minds behind the books and articles that hold a prominent place in the libraries of curious bankers and fintech entrepreneurs. They challenge corporate culture and redefine technological expectations to unlock a deeper understanding of the banking present and its fintech future. By engaging with these powerful ideas, we empower ourselves to make smarter, more informed business decisions.
In this episode, Paolo Sironi interviews April Rudin and Nick Rice to explore their new book Wealth Management with a Difference, an essential guide for advisors and firms navigating an era of unprecedented wealth transfer, where millennials, Gen Z, and women are poised to inherit trillions while technology revolutionizes financial services. From understanding demographic trends, like serving tech-savvy younger clients and empowered women, to mastering retirement planning, wealthtech tools, and digital marketing, April and Nick explore how to build deeper connections between wealth managers and clients and how to drive business efficiency. Whether you’re an advisor seeking to elevate client engagement or a firm leader aiming for sustainable growth, this conversation provides actionable frameworks to thrive amid disruption.
LINKEDIN
https://www.linkedin.com/in/aprilrudin/
https://www.linkedin.com/in/nick-rice-028b1948/
INSTAGRAM
@aprilrudin
@brunswickgroup
TWITTER
@TheRudinGroup
@BrunswickGroup
Disclaimer
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